How Do I Complete The Onboarding Forms Prior To An Appointment?

When you schedule an initial appointment with your healthcare provider online, you will automatically be prompted to fill out onboarding forms to get your health records set up with your provider.  

Here is a screenshot of the start of the onboarding form entry process in onpatient:


Once you have uploaded a photo (or if you choose to skip this step you can), you will be prompted to enter/review the following type of information:

- Name & Gender

- Patient Background

- Contact Information

- Address

- Emergency Contact Information

- Additional Details (things the healthcare provider's office might want to know such as how did you find out about their practice, etc)

- Current Medications

- Allergies

- Medical Conditions

- Primary and Secondary Insurance Information

- Reasons for your visit

- Questions or Comments you may have


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